MARNELL MANAGEMENT LLC

PrivateCIK: 1852314
Location

FARMINGTON HILLS, MI

68
Positions
$287.52M
Total AUM (reported)
7.42M
Total Shares

Allocation by class

TOTAL AUM$287.52M68 positions
TR UNIT$84.54M29.4%
COM$78.88M27.4%
IBOXX HI YD ETF$19.89M6.9%
UNIT SER 1$17.32M6.0%
SHS$15.06M5.2%
CL A$12.33M4.3%
SHS CL A$12.09M4.2%

Portfolio Concentration

Top 342.3%4–1020.1%11–2519.3%Rest18.3%TOP 1062.4%0%100%
Top 3$121.75M42.3%
4–10$57.75M20.1%
11–25$55.37M19.3%
Rest$52.65M18.3%

Top 3 weight

42.3%

Top 10 weight

62.4%

Voting Authority Distribution

Total shares with voting rights: 7.42M

Sole

Full voting authority

7.42M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole68
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings68
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares130K
TypeSH
Market value$84.54M
29.40%
Sole
130K
Shared
0.00
None
0.00

ISHARES TR

SOLE
IBOXX HI YD ETF
Shares250K
TypeSH
Market value$19.89M
6.92%
Sole
250K
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares30K
TypeSH
Market value$17.32M
6.02%
Sole
30K
Shared
0.00
None
0.00

TORM PLC

SOLE
SHS CL A
Shares433.16K
TypeSH
Market value$12.09M
4.20%
Sole
433.16K
Shared
0.00
None
0.00

TERAWULF INC

SOLE
COM
Shares686.76K
TypeSH
Market value$9.91M
3.45%
Sole
686.76K
Shared
0.00
None
0.00

STAR BULK CARRIERS CORP.

SOLE
SHS PAR
Shares430.28K
TypeSH
Market value$9.88M
3.44%
Sole
430.28K
Shared
0.00
None
0.00

CORE NATURAL RESOURCES INC

SOLE
COM SHS
Shares73.98K
TypeSH
Market value$7.75M
2.69%
Sole
73.98K
Shared
0.00
None
0.00

JBG SMITH PPTYS

SOLE
COM
Shares451.87K
TypeSH
Market value$6.60M
2.30%
Sole
451.87K
Shared
0.00
None
0.00

DHT HOLDINGS INC

SOLE
SHS NEW
Shares345.43K
TypeSH
Market value$6.31M
2.20%
Sole
345.43K
Shared
0.00
None
0.00

WARRIOR MET COAL INC

SOLE
COM
Shares55.91K
TypeSH
Market value$5.21M
1.81%
Sole
55.91K
Shared
0.00
None
0.00

FIRST CTZNS BANCSHARES INC D

SOLE
CL A
Shares2.50K
TypeSH
Market value$4.71M
1.64%
Sole
2.50K
Shared
0.00
None
0.00

TIDEWATER INC NEW

SOLE
COM
Shares55.12K
TypeSH
Market value$4.61M
1.60%
Sole
55.12K
Shared
0.00
None
0.00

ARDMORE SHIPPING CORP

SOLE
COM
Shares299.36K
TypeSH
Market value$4.57M
1.59%
Sole
299.36K
Shared
0.00
None
0.00

TALEN ENERGY CORP

SOLE
COM
Shares13.26K
TypeSH
Market value$4.23M
1.47%
Sole
13.26K
Shared
0.00
None
0.00

DOUGLAS EMMETT INC

SOLE
COM
Shares436.29K
TypeSH
Market value$4.11M
1.43%
Sole
436.29K
Shared
0.00
None
0.00

NAVIOS MARITIME PARTNERS LP

SOLE
COM UNIT LPI
Shares57.68K
TypeSH
Market value$3.89M
1.35%
Sole
57.68K
Shared
0.00
None
0.00

ALEXANDERS INC

SOLE
COM
Shares15.84K
TypeSH
Market value$3.74M
1.30%
Sole
15.84K
Shared
0.00
None
0.00

VORNADO RLTY TR

SOLE
SH BEN INT
Shares142.59K
TypeSH
Market value$3.71M
1.29%
Sole
142.59K
Shared
0.00
None
0.00

HAFNIA LTD

SOLE
SHS
Shares465.14K
TypeSH
Market value$3.54M
1.23%
Sole
465.14K
Shared
0.00
None
0.00

NEXPOINT RESIDENTIAL TR INC

SOLE
COM
Shares135.61K
TypeSH
Market value$3.39M
1.18%
Sole
135.61K
Shared
0.00
None
0.00

GARRETT MOTION INC

SOLE
COM
Shares181.86K
TypeSH
Market value$3.30M
1.15%
Sole
181.86K
Shared
0.00
None
0.00

CMB.TECH NV

SOLE
SHS
Shares255.19K
TypeSH
Market value$3.23M
1.12%
Sole
255.19K
Shared
0.00
None
0.00

SHERWIN WILLIAMS CO

SOLE
COM
Shares9.34K
TypeSH
Market value$2.99M
1.04%
Sole
9.34K
Shared
0.00
None
0.00

OKEANIS ECO TANKERS COR

SOLE
SHS
Shares53.25K
TypeSH
Market value$2.69M
0.94%
Sole
53.25K
Shared
0.00
None
0.00

CENTURY ALUM CO

SOLE
COM
Shares45.30K
TypeSH
Market value$2.66M
0.92%
Sole
45.30K
Shared
0.00
None
0.00
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